Clever Financial Solutions Limited

• Principal Place of Business

  Town House

  114-116 Fore Street

  Hertford

  Hertfordshire

  SG14 1AJ

  UNITED KINGDOM

  Phone

  +442039505530

  Web

  https://www.cleveradvice.co.uk

• Complaints Contact

  Town House

  114-116 Fore Street

  Hertford

  Hertfordshire

  SG14 1AJ

  UNITED KINGDOM

  Phone

  +442039505530

• Buy-to-Let Mortgage Advice

• Buy-to-Let Mortgage Arranging

• Investment Advice (no pensions)

  For Commercial, Retail (Non-Investment Insurance), Non-investment insurance contracts

• Mortgage Advice

  For Customer, Regulated mortgage contract

• Authorised to Operate

  Show 1 limitation Hide limitations

  • · The firm can only agree to carry on the regulated activities specified in this Notice.

• Arranges Investments

  For Commercial, Retail (Non-Investment Insurance), Non-investment insurance contracts

• Mortgage Arranging

  For Customer, Regulated mortgage contract

• Buy-to-Let Start Date

• Buy-to-Let Status

• Credit Brokering

• Debt Advice

  Show 1 limitation Hide limitations

  • · Limited to debt counselling excluding giving advice about debt management plans. In this limitation “debt management plans” is defined as: “a non-statutory agreement between a customer and one or more of the customer's lenders the aim of which is to discharge or liquidate the customer's debts, by making regular payments to a third party which administers the plan and distributes the money to the lenders”.

• Mortgage Setup

  For Customer, Regulated mortgage contract

• Investment Setup

  For Commercial, Retail (Non-Investment Insurance), Non-investment insurance contracts

• Adeel Ahmed

  IRN AXA00870

  • [FCA CF] Functions requiring qualifications (15 Jun 2023 to 13 Nov 2023)
• Agne Simkeviciute

  IRN AXS02573

  • [FCA CF] Functions requiring qualifications (3 May 2023 to 16 Feb 2024)
• Ali Jabbar

  IRN AXJ01823

  • Responsibility for MCD Intermediation (16 Jul 2021 to 9 Aug 2023)
  • SMF3 Executive Director (9 Dec 2019 to 9 Aug 2023)
  • SMF16 Compliance Oversight (9 Dec 2019 to 9 Aug 2023)
  • Responsible for Insurance Distribution (1 Oct 2018 to 9 Aug 2023)
  • CF1 Director (14 Mar 2018 to 8 Dec 2019)
  • CF10 Compliance Oversight (14 Mar 2018 to 8 Dec 2019)
  • Responsible for Insurance Mediation (14 Mar 2018 to 30 Sep 2018)
• Ali Jabbar

  IRN AXJ00194

  • [FCA CF] Functions requiring qualifications (31 Mar 2021 to 9 Aug 2023)
• Alicia Randazzo

  IRN AXR00895

  • [FCA CF] Functions requiring qualifications (23 Feb 2024 to 4 Dec 2025)
• Alix Perry

  IRN AXF00389

  • [FCA CF] Client dealing (11 Nov 2022 to 29 Sep 2023)
  • [FCA CF] Functions requiring qualifications (11 Nov 2022 to 29 Sep 2023)
• Allan Katongole

  IRN AXK00295

  • [FCA CF] Functions requiring qualifications (19 Feb 2021 to 10 Mar 2021)
• Amber Vyas

  IRN AXV00070

  • [FCA CF] Functions requiring qualifications (16 Feb 2021 to 20 May 2022)
• Andrei Vialichka

  IRN AXV00120

  • [FCA CF] Functions requiring qualifications (25 Apr 2022 to 29 Feb 2024)
  • [FCA CF] Client dealing (25 Apr 2022 to 29 Feb 2024)
• Anna Rose Edith Tailor

  IRN AXT00263

  • [FCA CF] Functions requiring qualifications (8 Dec 2020 to 6 May 2025)

• Direct Mortgage Solutions Limited (no longer appointed)

  FRN 996740 · Appointed 23 May 2023 · Until 28 Sep 2023

• MAI NGUYEN MORTGAGE LTD (no longer appointed)

  FRN 987716 · Appointed 25 Nov 2022 · Until 28 Sep 2023

No changes recorded yet.